See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,514 | $129,217-23.0% | $93,406+6.5% | $158,922-37.4% |
| Participation rate | 100.0% | 71.0%+29.0pp | 66.8%+33.2pp | 82.0%+18.0pp |
| Annual return | -7.77% | 118.21%-126.0pp | 78.05%-85.8pp | 302.83%-310.6pp |
| Employer contribution / active EE | $3,586 | $2,711+32.3% | $2,075+72.8% | $4,761-24.7% |
| Participant deferral / active EE | $1,245 | $3,909-68.2% | $3,126-60.2% | $5,982-79.2% |
| Admin fee / account holder | $9,000 | $7,383+21.9% | $5,230+72.1% | $11,246-20.0% |